Travel Authorization Corrections (VE6) How to create and process VE6 Documents

Travel Authorization Corrections Basic Concepts How to create a Travel Authorization Correction Travel Resources

BASIC CONCEPTS Primary Purpose – Change any approved travel plans before reimbursing a traveler Secondary Purpose – Disenencumber any travel funds for a trip which is being cancelled

BASIC CONCEPTS Routes first to primary academic appointment (for employees) – to approve absence from headquarters Routes next to all encumbered accounts – to approve any changes to accounts which may be used for travel reimbursements

BASIC CONCEPTS Who uses a VE6 document? UT Employees UT Students Non-Employees Prospective Employees

BASIC CONCEPTS A VE6 document copies all of the information from the most recently approved RTA (whether it is a VE5 or a VE6 document). Only the new information is what needs to be changed.

BASIC CONCEPTS A VE6 can change the dates of travel, traveler’s name, their mail code, destinations, purpose, benefits, disposition of duties, information about Washington DC, accounts and/or amounts.

BASIC CONCEPTS Some new destinations require special information to approve an RTA: Travel to Washington DC Foreign travel on state funds International travel to restricted regions must be approved by the International Oversight Committee. International Oversight Committee

BASIC CONCEPTS Faculty Travel Grant information The Faculty Travel Grant account should be listed on the RTA if it is being used, but must be separately approved by the Faculty Travel Grant coordinator.

BASIC CONCEPTS UT Employees and students may cancel trips by entering 0.00 for all encumbered accounts in Section 3. Non-employees and prospective employees may cancel trips by entering 1 cent (0.01) for all encumbered accounts. This will be automatically disencumbered 60 days after the travel end date.

How to Create a Travel Correction You must be authorized with Update or Super status for the VE6 command. You must also use the official travel rules and regulations when completing this document: Handbook of Business Procedures, Part 11 Handbook of Business Procedures, Part 11 Travel Rules and Regulations Slideshow Travel Rules and Regulations Slideshow

How to Create a Travel Correction 1)Type new in the Action field. 2)Type 01 in the Format field. 3)Type the approved RTA number in the RTA number field. 4)Press ENTER.

Travel Correction >> Enter additional information or enter an ACTION. << *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: -- COVER SHEET -- Document ID: ___________ Action: ___ Summary: __________________________________________________ Created: 09/24/11 by ACGEM - Format: _____ Template: Process Date: Travel Dates: Begin: ______ End: ______ Voucher Date: ______ DTN: _______ RTA Nbr: __________ Designated HQ: ______________________________ Vendor ID: UT EID: ________ MC: ___ Name: Traveler Type: _ Title: _______________________ State VID: SECTIONS: _ 1 Destination Code Locale Description _____ _ 2 Purpose of Travel: __ _ Benefits to UT: __ _ Disposition of Duties: __ _ _ W Washington DC Travel: _ _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) _ 5 Traveling with Students: -- 0 UT Austin PF1=Options PF8=Exit /24/11 09:42 AM --

Travel Correction >> Enter additional information or enter an ACTION. << *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: -- COVER SHEET -- Document ID: ___________ Action: NEW Summary: __________________________________________________ Created: 09/24/11 by ACGEM - Format: 01___ Template: Process Date: Travel Dates: Begin: ______ End: ______ Voucher Date: ______ DTN: _______ RTA Nbr: TV Designated HQ: ______________________________ Vendor ID: UT EID: ________ MC: ___ Name: Traveler Type: _ Title: _______________________ State VID: SECTIONS: _ 1 Destination Code Locale Description _____ _ 2 Purpose of Travel: __ _ Benefits to UT: __ _ Disposition of Duties: __ _ _ W Washington DC Travel: _ _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) _ 5 Traveling with Students: -- 0 UT Austin PF1=Options PF8=Exit /24/11 09:42 AM -- Type NEW in the Action field. Type 01 in the Format field. RTA Number in the field.

Travel Correction >>CREATION OF DOCUMENT X0VE SUCCESSFULLY COMPLETED; CONTINUE<< *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: CREATED -- COVER SHEET -- Document ID: X0VE Action: ___ Summary: DOCUMENT IN PROGRESS______________________________ Created: 09/24/11 by ACGEM - MARTT, GARY E Format: 01___ Template: Process Date: Travel Dates: Begin: End: Voucher Date: DTN: _______ RTA Nbr: TV Designated HQ: UT AUSTIN_____________________ Vendor ID: 2 UT EID: isa555__ MC: 000 Name: NEWTON, ISAAC Traveler Type: E Title: PROFESSOR______________ State VID: SECTIONS: _ 1 Destination Code Locale Description CHBEI F BEIJING, CH CODEN O DENVER, CO X _ 2 Purpose of Travel: 01 Attend meeting, conference, etc. > Benefits to UT: 01 Help accomplish research objectives. > Disposition of Duties: 01 No classes missed. > _ W Washington DC Travel: + X _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) X _ 5 Traveling with Students: N -- 0 UT Austin PF1=Options PF8=Exit /24/10 09:56 AM -- Document ID Number is assigned. All information is copied in from the most recently approved VE5 or VE6 with this RTA number!

Travel Correction >>CREATION OF DOCUMENT X0VE SUCCESSFULLY COMPLETED; CONTINUE<< *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: AUG ============================================================================== Status: CREATED -- COVER SHEET -- Document ID: W0VE Action: ___ Summary: DOCUMENT IN PROGRESS______________________________ Created: 09/24/11 by ACGEM - MARTT, GARY E Format: 01___ Template: Process Date: Travel Dates: Begin: End: Voucher Date: DTN: _______ RTA Nbr: TV Designated HQ: UT AUSTIN_____________________ Vendor ID: 2 UT EID: isa555__ MC: 000 Name: NEWTON, ISAAC Traveler Type: E Title: PROFESSOR______________ State VID: SECTIONS: _ 1 Destination Code Locale Description CHBEI F BEIJING, CH CODEN O DENVER, CO X _ 2 Purpose of Travel: 01 Attend meeting, conference, etc. > Benefits to UT: 01 Help accomplish research objectives. > Disposition of Duties: 01 No classes missed. > _ W Washington DC Travel: + X X 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) X _ 5 Traveling with Students: N -- 0 UT Austin PF1=Options PF8=Exit /24/11 09:56 AM -- Often account information changes because other funds are needed or a trip is being cancelled. This is done in Section 3.

Travel Correction >> Update successful, press ENTER to return << ACCOUNT INFORMATION Document ID: X0VE Section: 3 of No cost to UT: _ Object Last Amount Account Code Transacted Amount _____ ____ __________ ___________ TOTAL OPTIONAL EXPENDITURE BREAKDOWN MEALS ___________ LODGING ___________ TRANSPORTATION ___________ OTHER ___________ TOTAL In Section 3, you can change amounts or add more account numbers. You cannot remove accounts, object codes, or last amounts transacted.

Travel Correction >> Update successful, press ENTER to return << ACCOUNT INFORMATION Document ID: X0VE Section: 3 of No cost to UT: _ Object Last Amount Account Code Transacted Amount _____ _______0.00 __________ ___________ TOTAL OPTIONAL EXPENDITURE BREAKDOWN MEALS ___________ LODGING ___________ TRANSPORTATION ___________ OTHER ___________ TOTAL Change an amount to 0.00 to disencumber the account.

Travel Correction >> Update successful, press ENTER to return << ACCOUNT INFORMATION Document ID: X0VE Section: 3 of No cost to UT: _ Object Last Amount Account Code Transacted Amount _____ _______0.00 __________ ___________ TOTAL OPTIONAL EXPENDITURE BREAKDOWN MEALS ___________ LODGING ___________ TRANSPORTATION ___________ OTHER ___________ TOTAL Change an amount to 0.00 to disencumber the account. Note: All outstanding encumbrances will automatically disencumber 60 days beyond the travel end date!

Travel Correction | >> Final page of departmental transactions << | | Action: ___ DEPARTMENT CODES Section 04 of 05 | | | | Transaction Date: Month: ___ Start at Account: __________ | | Audit Codes? N | | ACCT NBR LEDGER DESCRIPTION TYPE AMOUNT D/C | | CODE 1 CODE 2 CODE 3 CODE 4 CODE 5 CODE 6 | | DTN TAG A TAG B COMMENTS | | NEWTON, ISAAC____________ EN 2, C | | ___ ___ _____ _______ _________ ______________ | | _______ _ _ ________________________________________ + | | Section 4 is available for new transactions.

Travel Correction >> Enter additional information or enter an ACTION. << *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: CREATED -- COVER SHEET -- Document ID: X0VE Action: VER Summary: DOCUMENT IN PROGRESS______________________________ Created: 09/24/11 by ACGEM - MARTT, GARY E Format: 01___ Template: Process Date: Travel Dates: Begin: End: Voucher Date: DTN: _______ RTA Nbr: TV Designated HQ: UT AUSTIN_____________________ Vendor ID: 2 UT EID: isa555__ MC: 000 Name: NEWTON, ISAAC Traveler Type: E Title: PROFESSOR______________ State VID: SECTIONS: _ 1 Destination Code Locale Description CHBEI F BEIJING, CH CODEN O DENVER, CO X _ 2 Purpose of Travel: 01 Attend meeting, conference, etc. > Benefits to UT: 01 Help accomplish research objectives. > Disposition of Duties: 01 No classes missed. > _ W Washington DC Travel: + X _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) X _ 5 Traveling with Students: N -- 0 UT Austin PF1=Options PF8=Exit /24/10 01:44 PM -- When the document is finished, type VER in the action field and press ENTER to verify its accuracy.

Travel Correction If a change on the VE6 document now has state funds with foreign travel, a certification that prior approval has been obtained for employees or prospective employees is required. For more information about this process, please see: Foreign Travel Certification

Travel Correction >> YOUR VOUCHER IS VERIFIED AS CORRECT << *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: CREATED -- COVER SHEET -- Document ID: X0VE Action: ___ Summary: NEWTON, ISAAC - BEIJING, CH______________ Created: 09/24/11 by ACGEM - MARTT, GARY E Format: 01___ Template: Process Date: Travel Dates: Begin: End: Voucher Date: DTN: _______ RTA Nbr: TV Designated HQ: UT AUSTIN_____________________ Vendor ID: 2 UT EID: isa555__ MC: 000 Name: NEWTON, ISAAC Traveler Type: E Title: PROFESSOR______________ State VID: SECTIONS: _ 1 Destination Code Locale Description CHBEI F BEIJING, CH CODEN O DENVER, CO X _ 2 Purpose of Travel: 01 Attend meeting, conference, etc. > Benefits to UT: 01 Help accomplish research objectives. > Disposition of Duties: 01 No classes missed. > _ W Washington DC Travel: + X _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) X _ 5 Traveling with Students: N -- 0 UT Austin PF1=Options PF8=Exit /24/10 01:44 PM -- When the VE5 is verified as correct, type APP and press ENTER to approve the document. A summary is automatically created based on travel date and destination.

Travel Correction >> Document has been routed to ACDESK for approval << *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: PROPOSED -- COVER SHEET -- Document ID: X0VE Action: ___ Summary: NEWTON, ISAAC - BEIJING, CH______________ Created: 09/24/11 by ACGEM - MARTT, GARY E Format: 01___ Template: Process Date: Travel Dates: Begin: End: Voucher Date: DTN: _______ RTA Nbr: TV Designated HQ: UT AUSTIN_____________________ Vendor ID: 2 UT EID: isa555__ MC: 000 Name: NEWTON, ISAAC Traveler Type: E Title: PROFESSOR______________ State VID: SECTIONS: _ 1 Destination Code Locale Description CHBEI F BEIJING, CH CODEN O DENVER, CO X _ 2 Purpose of Travel: 01 Attend meeting, conference, etc. > Benefits to UT: 01 Help accomplish research objectives. > Disposition of Duties: 01 No classes missed. > _ W Washington DC Travel: + X _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) X _ 5 Traveling with Students: N -- 0 UT Austin PF1=Options PF8=Exit /24/10 01:44 PM -- Once approved, the document status will change and a message will state where it has routed.

Travel Correction >> You are currently authorized to view this document.<< *DEFINE CORRECTION DOCUMENT FOR THE RTA - VE6 Year Command: VE6 Account: __________ Misc: _______________ Month: SEP ============================================================================== Status: APPROVED/FYI -- COVER SHEET -- Document ID: X0VE Action: ___ Summary: NEWTON, ISAAC - BEIJING, CH______________ Created: 09/24/11 by ACGEM - MARTT, GARY E Format: 01___ Template: Process Date: Travel Dates: Begin: End: Voucher Date: DTN: _______ RTA Nbr: TV Designated HQ: UT AUSTIN_____________________ Vendor ID: 2 UT EID: isa555__ MC: 000 Name: NEWTON, ISAAC Traveler Type: E Title: PROFESSOR______________ State VID: SECTIONS: _ 1 Destination Code Locale Description CHBEI F BEIJING, CH CODEN O DENVER, CO X _ 2 Purpose of Travel: 01 Attend meeting, conference, etc. > Benefits to UT: 01 Help accomplish research objectives. > Disposition of Duties: 01 No classes missed. > _ W Washington DC Travel: + X _ 3 Account Information No Cost to UT: _ _ 4 Define Codes (Optional) X _ 5 Traveling with Students: N -- 0 UT Austin PF1=Options PF8=Exit /24/11 01:44 PM -- When an RTA is final approved, an FYI copy is sent to the creator’s inbox!

Travel Resources Online Help (in *DEFINE) PF6 – per screen “?” – per field PF10 – glossary terms like Travel and RTA Routing Online Help (on the Web) askUS Electronic Travel Documents Handout Electronic Travel Documents Handout Training Resources Training Resources

Travel Resources Some of the travel rules and regulations have been covered in this slideshow, however there are more. Please see: Travel Rules & Regulations slideshow Foreign Travel Certification Travel Panel Discussion

Travel Resources Travel Workshops (enroll through TXClass) DE 513 – Travel Authorizations DE 514 – Travel Vouchers DE 225 – Travel PanelTXClass Travel Management Services: Travel Services Desk: User Services Helpline:

Travel Resources Click the askUS icon ( ) wherever you see it. Find answers for Travel.

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